Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $346,007 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $284,278 |
MARATHON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3979511 | Investment Management | $223,983 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 56-1473727 | Advisory (Participants) | $218,571 |
CLIFTONLARSONALLEN LLP1+ years Filed as: THE CLIFTON GROUP Service code 28 · EIN 98-0150354 | Investment Management | $82,145 |
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: HS MANAGEMENT PARTNERS Service code 28 · EIN 26-0335469 | Investment Management | $67,139 |
CITRIN COOPERMAN1+ years Service code 10 · EIN 22-2428965 | Accounting | $17,680 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.56% | 3.11%-4.7pp | -2.00%+0.4pp | 3.11%-4.7pp |
| Employer contribution / active EE | $8,047 | $9,361-14.0% | $34,470-76.7% | $9,361-14.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |